DoorDash

Live from the scene of its blockbuster IPO, we recount the crazy,
roller coaster journey of this "Palo Alto delivery company". From
Sand Hill darling during their Series A and B fundraises to all
but left-for-dead during the great unicorn massacre of 2015/16,
DoorDash has clawed their way back from the brink and emerged as
America's dominant meal delivery service, and its only
unit-economic positive standalone logistics player. Is this the
dawn of the next great Amazon-like story, or is the company
simply benefiting from temporary tailwinds due to the pandemic?
As always, we dive DEEP to find out. 





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Playbook Themes from this episode are available on our website at
https://www.acquired.fm/episodes/doordash





Carve Outs:


David:


Hades on the Nintendo Switch:
https://www.nintendo.com/games/detail/hades-switch/



Ben:


Watchmen on HBO: https://www.hbo.com/watchmen

Succession on HBO: https://www.hbo.com/succession

Palm Springs: https://www.imdb.com/title/tt9484998/